2023 Year-End Bulletin #3: Your First Deadline is Tuesday!

2023 Year-End Bulletin #3: Your First Deadline is Tuesday!

2023 Year-End Processing Bulletin #3: November Deadline Reminder REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more.   Updates and Information November 10th, 2023 Time is closing in… Read more »

Nov 10, 2023

2023 Year-End Bulletin #2: Guides are Available!

2023 Year-End Bulletin #2: Guides are Available!

Welcome to 2023 Year-End Processing Bulletin #2: Year-End Guides Are Ready REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more.   Updates and Information November 2nd, 2023 The… Read more »

Nov 2, 2023

2023 Year-End Bulletin #1: Getting Started!

2023 Year-End Bulletin #1: Getting Started!

Welcome to 2023 Year-End Processing Bulletin #1: Year-End Kickoff REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more.   Updates and Information October 3rd, 2023 Right now, our… Read more »

Oct 3, 2023

2022 Year-End Bulletin: Early December Tax Update & Changes to Key Deadlines for Ascensus

2022 Year-End Bulletin: Early December Tax Update & Changes to Key Deadlines for Ascensus

Important Changes to Deadlines for Ascensus   As of December 2nd, Ascensus has updated their deadlines for the year-end tasks detailed below.  These new deadlines for are also reflected in the Year-End Processing Guides. The Ascensus deadlines for submitting 1099-R and 1099-SA files, as well as Fair Market Value (FMV) are now scheduled for Tuesday,… Read more »

Dec 16, 2022

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

Don’t Miss the Deadline!  Tax Form Handling Instructions are Due November 14th   Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14!  And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »

Dec 16, 2022

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

Don’t Miss the Deadline!  Tax Form Handling Instructions are Due November 14th   Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14!  And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »

Nov 7, 2022

2022 Year-End Bulletin: Tax Form Handling Instructions Due 11/14

2022 Year-End Bulletin: Tax Form Handling Instructions Due 11/14

Tax Form Handling Instructions Due November 14th Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 14, and keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »

Nov 1, 2022